Kirkwood, MO Office
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Transce3nd LLC
Multi-team
Firm-wide stats for Transce3nd LLC
About
Transce3nd LLC (marketed as e3 Wealth) works with a broad client mix including individuals (both non‑HNW and high net worth), foundations, trusts, estates, employer‑sponsored retirement plans, charitable organizations and institutions. The firm provides discretionary and non‑discretionary investment management, financial planning, retirement plan consulting and standalone consulting, and also sponsors a wrap fee program administered through a third‑party platform.
The firm’s investment process centers on strategic asset allocation informed by fundamental, technical and quantitative analysis, and it commonly implements portfolios through third‑party model and money managers via AE Wealth Management’s platform and model manager programs. Transce3nd uses tools such as the Nitrogen risk‑profiling technology, monitors managers for style drift and turnover, and may include structured products, REITs and private investments where suitable.
Transce3nd’s brochure discloses several uncommon affiliations and practices for a multi‑team firm: it operates an affiliated insurance agency (e3 Wealth) and affiliated tax/preparation entities (e3 Tax/APU Partners), works with an insurance IMO (Advisors Excel), and sponsors its own wrap program through AEWM. The firm also highlights marketing activities such as seminars and acceptance of marketing‑expense reimbursements and, per disclosure materials, the use of testimonials in advertising, and it reports serving insurance company clients—each of which is less common among peers.
Based on Transce3nd LLC
Expertise
Based on Transce3nd LLC
Location
906 S Kirkwood Road
Kirkwood MO 63122
Advisors at this office
3
Advisors at this office
Cole P
Series 66
Kirkwood, MO
Transce3nd LLC
Cole Pickett is an associate advisor at Transce3nd LLC with two years of industry experience. He holds a Series 66 designation and has worked at Transce3nd since 2025. Prior to this, he has been involved with Madison Avenue Securities and e3 Wealth, where he also serves as a client concierge. Outside of his advisory roles, he co-owns Oasis Marketing, a business focused on email campaign management and prospect education. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering services such as investment management, financial planning, and retirement plan consulting. The firm utilizes a strategic asset allocation approach informed by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.
Cody S
Series 66
Kirkwood, MO
Transce3nd LLC
Cody Surma is an Associate Advisor at Transce3nd LLC with two years of industry experience. His prior roles include client coordination at e3 Wealth and advisory positions at Madison Avenue Securities and MCS Wealth Management. He has also worked in educational roles at Webster University and University High School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.
Steven P
Series 66
Kirkwood, MO
Transce3nd LLC
Steven Perrmann is a financial advisor at Transce3nd LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities, AE Wealth Management, Kalos Management, and National Planning Corporation. Outside of his advisory roles, he has engaged in writing and recording personal music since 1990. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers via AE Wealth Management’s platform.
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